Broker Check
Will Zimmer

Will Zimmer

Associate Wealth Planner

Will is our Associate Wealth Planner. He works alongside individuals and families to help them achieve their financial goals. He also manages our wealth management technologies and assists planners throughout the financial planning process.

Will received a Bachelor of Science in Finance and Financial Planning from the University of Delaware and is a candidate for CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He is grateful to have the opportunity to combine his love for finance with his passion for helping others.